Winthrop Partners - WNY’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $16.2K | Buy |
475
+125
| +36% | +$4.27K | 0.01% | 232 |
|
|
2019
Q2 | $13.9K | Sell |
350
-2,281
| -87% | -$90.6K | 0.01% | 185 |
|
|
2019
Q1 | $118K | Buy |
2,631
+133
| +5% | +$5.95K | 0.09% | 122 |
|
|
2018
Q4 | $90.1K | Sell |
2,498
-300
| -11% | -$10.8K | 0.08% | 126 |
|
|
2018
Q3 | $170K | Buy |
2,798
+300
| +12% | +$18.3K | 0.14% | 110 |
|
|
2018
Q2 | $167K | Sell |
2,498
-2,006
| -45% | -$134K | 0.14% | 111 |
|
|
2018
Q1 | $289K | Hold |
4,504
| – | – | 0.22% | 98 |
|
|
2017
Q4 | $310K | Buy |
+4,504
| New | +$310K | 0.25% | 96 |
|